Inactivate Payers

In the event a Payer is no longer in use, you can inactivate the payer to prevent staff members in your office from using it. Please note that there is no way to permanently delete a payer.

Follow the steps below to inactivate a Payer.

  1. Select Customer Setup > Payers.

  2. Use the Show All button to view all payers. Or use the Search fields to further drill down your search. 

  3. Select the Payer to inactivate.

  4. Place a check in the Make this payer inactive box.

  5. Click Save